“How I Work” is one of my favorite recurring features in Inc Magazine as well as via Lifehacker’s This Is How I Work Series, and recently several sales experts (including Anthony Iannarino, Dave Brock and Trish Bertuzzi) participated as well.
Periodically moving forward we will feature a new B2B sales, marketing or business leader here answering what have become the standard “How I Work” questions. You can catch up on everyone we’ve featured thus far in the “How I Work” series here.
This week I’m excited to feature Robert Pease, who has recently joined Heinz Marketing to run our newly-formed CMO Practice (more on that soon). Robert has been a serial CMO, helping organizations in a variety of industries cut through the clutter, tell a more precise story to their target audience, and build repeatable/scalable sales pipelines. He most recently led and sold a marketing automation platform and does it all while running half marathons and raising two little girls.
Robert, suffice it to say, gets things done. Here in his own words (with plenty of links) is how he does it.
Location: Kirkland, WA
Current computers: 15in MacBook Pro
Current mobile devices: iPhone 4s, iPad mini
What apps/software/tools can¹t you live without?
Moleskine notebook: I carry two sizes – the classic which can fit in my back pocket for notes and a slightly larger one for sketches that I carry in my bag. The classic gets most of my attention and work. I believe that writing things down helps with processing and having a pen and paper always available is a way great to capture names, phone numbers, quick thoughts, etc. Yes, old school but effective.
I really like to use anything that is enhancing my contacts with additional information and being smart about prompting and preparing me for interactions. We did this at Gist where I was Vice President of Marketing prior to their acquisition by Blackberry. Refresh is one of my favorites here and also like Nimble. I’m a bit of a junkie for these types of apps and currently have TriggerFox, RelateIQ (now part of Salesforce.com), Tact, Connect, and TipBit on my phone.
I am totally addicted to Timehop which shows you pictures and social updates on today’s date 1-5 years ago. Neat way to see where you were, what you were doing, and who you were with.
Other apps/tools I’ve used and love: Trello for project/task management, Grasshopper for phone service, Recurly for billing, Zendesk for support, Buffer for social publishing, Asana for collaboration, Ghostery to see what scripts are running on websites, and PipelineDeals for CRM.
On the personal side, I have enjoyed using Vling to share video messages with my family and close friends. This was developed by a friend is a great way to share quick video messages from your mobile like a message to your kids while travelling. I also love to run and mountain bike so frequently use Runkeeper and Strava and have re-engaged with my Fitbit to track and measure my daily activity.
What¹s your workspace like? I think the best way to describe my workspace is “portable.” This is probably a legacy of my time as a management consultant when we carried our computers, documents, and anything we needed to do our job from client to client. I can pretty much work anywhere.
What¹s your best time-saving shortcut or lifehack? Don’t ask or answer open ended questions in email like “How did it go?” I rarely participate in lengthy email threads among many people. If it gets to that point, get on the phone. If it isn’t phone worthy, it isn’t worth spending time on.
Whateveryday thing are you better at than anybody else? Great question. I don’t really consider myself better than anyone at anything but I am pretty good at prioritizing and getting things done as well as not getting hung up on not having all the information or if it has never been done before. I believe when others don’t which is essential to be an innovative and effective leader. I’m also pretty good at drinking craft beer.
What¹s your favorite to-do list manager? TextEdit (ie, notepad) – for real…
I have tried many productivity tools and have found this the best for me. Nothing fancy here just an easy to use, edit, print, list of priorities. I update it everyday and aim to have no more than 10 to do items at a time. I augment this with my Moleskine notebook which will have notes around what I am working to complete.
I’m not sure how I ended up at TextEdit. I think it was a hybrid between the Jamie Dimon (CEO of JPMorgan Chase) “owe you, owe me” list he carries in his pocket and an article I read about Marissa Mayer (I think) using this type of text editor approach.
“Dimon keeps track of his bank’s business by scribbling on a sheet of paper in his coat’s breast pocket. The notes are divided into two columns: one for “things I owe people” and the other for “things people owe me,” according to people who’ve worked with Dimon.”
What do you listen to while at work? Current rotation is stuff that is indicative of my Southern roots – Dirty Guv’nahs, Stoney Larue, Jason Boland and the Stragglers plus a bit of a total twist with The Airborne Toxic Event. I also love to listen to the livestream from Lightning 100 out of Nashville, TN – one of best eclectic mixes of music around.
What are you currently reading? I just finished The Hard Thing About Hard Things by Ben Horowitz and This Town by Mark Leibovich. I am now splitting time between Zero to One by Peter Thiel and American Nations by Colin Woodward.
What’s your sleep routine like? As much as possible and not enough. I am not a night owl so try to be in bed by 11pm and often rise before 6am but am not afraid to sleep in if my mind and body need it.
What’s the best advice you¹ve ever received? From my Dad: “This isn’t anything that hasn’t happened before.” This is a great way to approach any number of fires that erupt in a given day. There have been lost sales, unhappy customers, bugs in software, etc. before so take a deep breath and get after addressing the problem rather than getting caught up in that it has happened.
Anything else you want to add? I continue be intrigued by the “future of work” theme and think this series is a great way to explore how people are using tools and techniques to be productive. But that’s another blog post!